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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,886 | $154,228-93.6% | $145,433-93.2% | $137,256-92.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 13.46% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,257 | $4,804-73.8% | $4,554-72.4% | $4,156-69.8% |
| Participant deferral / active EE | $1,394 | $8,216-83.0% | $7,897-82.3% | $6,407-78.2% |
| Admin fee / account holder | $1,554 | $14,344-89.2% | $13,129-88.2% | $12,270-87.3% |